Describing the whole pond as a complete contract cycle – from the prospecting phase, which is in the hands of sales, to the handoff of a proposal to the operations team for conversion to a contract and project management of delivery of services, then back to the sales team for follow-up and evaluation… where…

If everyone is doing their job, the biggest opportunity for repeat business comes and the cycle starts all over…Polling Question: Does your sales rep follow-up with the client after a contract has been delivered?Always. It is a critical part of our sales process.Sometimes. They don’t always know when the contract was delivered.Never. We don’t have time.

Marty – First tell them a little about your program at CNM – include size of your organization in terms of number of staff, and annual revenue. Then describe the process you use at CNM to handoff a proposal to your operations team and then what they provide you in order to do the follow up. Include any tools, techniques and tips!

CNM has their ducks in a row! Handoffs are documented and understood… create things once and use many times…

Transcript of "NCCET Webinar - Get Your Ducks in a Row: Techniques for Increasing Program Efficiency and Reducing Operating Costs"

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Get Your Ducksin a Row!<br />Techniques for increasing program efficiency and reducing operating costs<br />